Retirement Age & Lifestyle
Determine when you would ideally like to retire and what your lifestyle will look like in retirement.
Expenses in Retirement
By understanding your current expenses and how your lifestyle may change once retired you can paint a clearer picture of your retirement expenses.
Probability of Success
Understand how you are currently pacing for your retirement goals. Identify how to improve your chances of achieving your dream retirement.
Sources of Retirement Income
Gain a full understanding of the different resources you can draw from in retirement. These can include retirement accounts, pensions, social security, rental income, etc.
Distribution Strategy in Retirement
Determine the most efficient way to take income in retirement to focus on maximizing income and minimizing taxes.